SUMMERLEE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUMMERLEE FOUNDATION (EIN 75-2252355)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-02
- IRS object ID
- 202520929349100627
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-02T13:32:29-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8343 DOUGLAS AVENUE STE 400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752252355 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUMMERLEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 2143639000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY N SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2143639000 | PhoneNum |
| Signature | 2025-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS MAXFIELD | PreparerPersonNm |
| PTIN | P00445178 | PTIN |
| Phone | 2143939300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $80,616,840 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $985,754 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $985,754 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $26,730 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $26,730 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $10,980 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,031,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,135,560 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,031,975 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,095,655 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,810,862 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,140,114 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,855,321 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $249,610 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,670 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $244,940 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $221,958 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $59,126 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $162,832 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | -$272,747 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $62,348 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $692,867 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $74,668 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $69,268 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $167,245 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $167,245 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $212,730 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,959 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $26,658 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $16,972 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $16,972 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $84,850 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $43,780 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $41,070 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $28,621 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $13,342 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,279 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $188,892 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,090 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $536,802 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $972,799 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $448,932 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,789,716 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,945,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,945,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,917,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $448,932 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,734,716 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,222,315 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,406,389 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37 | CashBOYAmt |
| Cash EOY | $62,014 | CashEOYAmt |
| Cash EOYFMV | $62,014 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $703,334 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,087,217 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,087,217 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $2,500 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $37,263 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $37,263 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $37,263 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $36,626,982 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,739,452 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,739,452 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $973,621 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $143,273 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $834,719 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $830,348 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $830,348 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $34,048,639 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,579,114 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,579,114 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $148,539 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $146,198 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $695,633 | LandBOYAmt |
| Land EOY | $2,341 | LandEOYAmt |
| Land EOYFMV | $2,341 | LandEOYFMVAmt |
| Other Assets BOY | $3,446,190 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,279,091 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,279,091 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $76,395,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,616,840 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $80,616,840 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $457,448 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $56,861 | AccountsPayableEOYAmt |
| Grants Payable BOY | $451,337 | GrantsPayableBOYAmt |
| Grants Payable EOY | $528,917 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $470,693 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $816,367 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,379,478 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,402,145 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $75,015,819 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $79,214,695 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,015,819 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,214,695 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,395,297 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,616,840 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,015,819 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,222,315 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,976,561 | OtherIncreasesAmt |
| Subtotal | $79,214,695 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $79,214,695 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $31,438,867 | $29,421,118 | $2,017,749 | $2,017,749 | |
| PROPERTY | P | $696,693 | $682,467 | $14,226 | $14,226 | 2023-12-05 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,031,975 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,249 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61,249 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61,249 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,319 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,319 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $866 | EsPenaltyAmt |
| Tax Due | $22,796 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SUMMERLEE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY N SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143639000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN W CRAIN | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | CHAIRMAN OF THE BOARD | 5.00 | $0 | $0 | $0 |
| GARY N SMITH | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PRESIDENT/TX HISTORY PROGRAM DIRECTOR | 40.00 | $203,946 | $45,664 | $0 |
| MARY VOLCANSEK PHD | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | VICE CHAIR | 5.00 | $0 | $0 | $0 |
| JOAN CASEY | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | SECRETARY | 5.00 | $0 | $0 | $0 |
| HON DAVID D JACKSON | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | FOUNDING DIRECTOR/ASST. SECRETARY | 5.00 | $0 | $0 | $0 |
| JIM BRUSETH PHD | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | TREASURER | 5.00 | $0 | $0 | $0 |
| MELANIE K ANDERSON | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| RON TYLER PHD | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| KIMBERLY F WILLIAMS | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MITCHELL FOX | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | ANIMAL PROGRAM DIREC | 40.00 | $135,000 | $33,291 | $0 |
| AMY ASKARI | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR OF ADMINIST | 40.00 | $86,985 | $40,406 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EXPENSES ASSOCIATED WITH OPERATING COTTLE RANCH, A 316 ACRE RANCH THAT HOUSES THE FOUNDATION'S EQUINE POPULATION IN COTTLE COUNTY, TEXAS. | Description1Txt |
| Expenses1 | $29,257 | Expenses1Amt |
| Description2 | ANIMAL PROTECTION PROGRAM: THE SUMMERLEE FOUNDATION PROGRAM DIRECTOR FOR ANIMAL PROTECTION PARTICIPATES IN DIRECT CHARITABLE ACTIVITIES THROUGH A PROCESS OF COLLABORATING, CONVENING, CONNECTING, AND COUNSELING. THESE ACTIVITIES SERVE TO FOSTER AND ADVANCE ANIMAL WELFARE AND ANIMAL PHILANTHROPY. THE PROGRAM DIRECTOR FOR THE ANIMAL PROTECTION PROGRAM CONTINUED TO WORK WITH OTHER ANIMAL GRANTMAKING INDIVIDUALS AND INSTITUTIONS WITH ADVICE, SHARING OF KNOWLEDGE AND COLLABORATION STRATEGIES. | Description2Txt |
| Expenses2 | $1,262,390 | Expenses2Amt |
| Description3 | THE TEXAS HISTORY PROGRAM OF THE SUMMERLEE FOUNDATION OFFERS OUTREACH SUPPORT TO THE TEXAS HISTORY COMMUNITY THROUGH A WIDE VARIETY OF PROFESSIONAL ACTIVITIES RANGING FROM ARCHEOLOGY TO PRESERVATION TO PUBLICATIONS.IN ADDITION TO OVERSEEING AN EXTENSIVE RESEARCH LIBRARY FOCUSING ON TEXAS AND SOUTHERN HISTORY, THE PRESIDENT AND TEXAS HISTORY PROGRAM OFFICER IS CHARGED WITH PROVIDING TECHNICAL ASSISTANCE TO A BROAD GROUP OF PRESERVATION AND HISTORY ORGANIZATIONS THROUGH TELEPHONIC AND EMAIL CONVERSATIONS AS WELL AS ONSITE INVESTIGATIONS. THE FOUNDATION ALSO SPONSORS OR CO-SPONSORS WORKSHOPS AND SEMINARS TO BOARDS AND STAFFS OF HISTORICAL ORGANIZATIONS. THE PRESIDENT IS A FREQUENT SPEAKER AT LOCAL, STATE, AND NATIONAL PROFESSIONAL CONFERENCES, TOUTING THE BENEFITS OF BETTER GOVERNANCE, BETTER PLANNING, AND THE NEED FOR FINANCIAL SUSTAINABILITY WITH HISTORY ORGANIZATIONS. | Description3Txt |
| Expenses3 | $2,082,524 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,784,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $633,027 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $37,026,508 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $78,444,060 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $78,444,060 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,176,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $77,267,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,863,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,863,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,249 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $59,597 | IncomeTaxAmt |
| Total Tax | $120,846 | TotalTaxAmt |
| Distributable Before Adj | $3,742,524 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,742,524 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,742,524 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,734,716 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,734,716 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,742,524 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $390,985 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,734,716 | QualifyingDistributionsAmt |
| Applied To Year1 | $390,985 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,742,524 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $601,207 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $601,207 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $601,207 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $601,207 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUMMERLEE FOUNDATION - PROGRAM DIRE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143639000 | RecipientPhoneNum |
| Form And Info And Materials | SEE HTTPS://SUMMERLEE.ORG/HOW-TO-APPLY/ FOR MORE DETAILS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE; SEPTEMBER; JANUARY; MAY SEE WWW.SUMMERLEE.ORG FOR MORE INFORMATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION MAKES GRANTS FOR TWO SPECIFIC PURPOSES: (1) TO ALLEVIATE FEAR, PAIN AND SUFFERING OF ANIMALS AND TO PROMOTE ANIMAL PROTECTION AND THE PREVENTION OF CRUELTY TO ANIMALS, AND (2) TO RESEARCH, PROMOTE AND DOCUMENT ALL FACETS OF TEXAS HISTORY. FOR MORE INFORMATION GO TO WWW.SUMMERLEE.ORG. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (188 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A CAT'S LIFE RESCUE | |||||||
| 3706 35TH ST | MOUNT RAINIER | MD | 20712 | NONE | PC | GENERAL SUPPORT | $6,000 |
| ABARA BORDERLAND CONNECTIONS | |||||||
| 1228 WYOMING AVE | EL PASO | TX | 79902 | NONE | PC | GENERAL SUPPORT | $30,000 |
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| ACU BOX 29120 | ABILENE | TX | 79699 | NONE | PC | GENERAL SUPPORT | $50,000 |
| ADMIRAL NIMITZ FOUNDATION | |||||||
| 328 E MAIN ST | FREDERICKSBURG | TX | 78624 | NONE | PC | GENERAL SUPPORT | $10,000 |
| AFRICAN AMERICAN HERITAGE PROJECT INC | |||||||
| PO BOX 632432 | NACOGDOCHES | TX | 75963 | NONE | PC | GENERAL SUPPORT | $7,000 |
| ALASKA WILDLIFE ALLIANCE | |||||||
| PO BOX 202022 | ARCHORAGE | AK | 99520 | NONE | PC | GENERAL SUPPORT | $15,000 |
| ALL KIND ANIMAL INITIATIVE | |||||||
| 1140 N 2ND ST STE 8 | ABILENE | TX | 79601 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ALLIANCE FOR CONTRACEPTION IN CATS AND DOGS | |||||||
| 3442 BENT TRAIL DR | ANN ARBOR | MI | 48108 | NONE | PC | GENERAL SUPPORT | $15,000 |
| AMERICAN AIRPOWER HERITAGE MUSEUM INC | |||||||
| PO BOX 764769 | DALLAS | TX | 75376 | NONE | PC | GENERAL SUPPORT | $10,000 |
| AMERICAN INDIANS IN TEXAS-AT THE SPANISH COLONIAL MISSIONS | |||||||
| 1616 E COMMERCE | SAN ANTONIO | TX | 78205 | NONE | PC | GENERAL SUPPORT | $15,000 |
| AMERICAN WILD HORSE FOUNDATION | |||||||
| 2620 DEL MONTE LN | RENO | NV | 89511 | NONE | PC | GENERAL SUPPORT | $22,000 |
| ANIMAL EQUALITY | |||||||
| 8581 SANTA MONICA BLVD 350 | LOS ANGELES | CA | 90069 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ANIMAL HELP NOW | |||||||
| 2525 ARAPAHOE E4-705 | BOULDER | CO | 80302 | NONE | PC | GENERAL SUPPORT | $20,000 |
| ANIMAL OUTREACH OF SHELBY COUNTY | |||||||
| 910 REVELLO ST | SHELBYVILLE | IN | 46176 | NONE | PC | GENERAL SUPPORT | $7,500 |
| APPALACHIAN WILDLIFE REFUGE | |||||||
| PO BOX 824 | CANDLER | NC | 28715 | NONE | PC | GENERAL SUPPORT | $7,500 |
| AUSTIN COMMUNITY FOUNDATION | |||||||
| 4315 GUADALUPE 300 | AUSTIN | TX | 78751 | NONE | PC | GENERAL SUPPORT | $18,000 |
| AUSTIN HISTORY CENTER ASSOCIATION INC | |||||||
| PO BOX 12546 | AUSTIN | TX | 78711 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BARNWELL COUNTY ANIMAL SHELTER FOUNDATION | |||||||
| PO BOX 1009 | BARNWELL | SC | 29812 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BEARTOOTH HUMANE ALLIANCE | |||||||
| PO BOX 2333 | RED LODGE | MT | 59068 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BOYLE HEIGHTS CATS | |||||||
| 242 NORTH CHICAGO ST HALF | LOS ANGELES | CA | 90033 | NONE | PC | GENERAL SUPPORT | $9,500 |
| BRANIFF AIRWAYS FOUNDATION | |||||||
| 324 N ROBINSON AVE 100 | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BRIDGETS CATS OF 30A | |||||||
| 103 CHIVAS LN | SANTA ROSA BEACH | FL | 32459 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BRYAN TEXANA FOUNDATION | |||||||
| 1331 LAMAR ST 1075 | HOUSTON | TX | 77010 | NONE | PC | GENERAL SUPPORT | $15,000 |
| CASETA | |||||||
| PO BOX 3726 | SAN ANGELO | TX | 76902 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CEDAR HILL MUSEUM OF HISTORY | |||||||
| 450 PIONEER TRAIL PO BOX 1021 | CEDAR HILL | TX | 75104 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CENTER FOR A HUMANE ECONOMY | |||||||
| PO BOX 30845 | BETHESDA | MD | 20824 | NONE | PC | GENERAL SUPPORT | $20,000 |
| CENTER FOR AFRICAN AMERICAN MILITARY HISTORY INC | |||||||
| 3816 CAROLINE ST | HOUSTON | TX | 77004 | NONE | PC | GENERAL SUPPORT | $15,000 |
| CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION INC | |||||||
| PO BOX 488 | WAUCHULA | FL | 33873 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CENTRAL NEW YORK CAT COALITION INC | |||||||
| PO BOX 6182 | SYRACUSE | NY | 13217 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CENTRAL VIRGINIA HORSE RESCUE | |||||||
| 31262 EAGLE HILL TRAIL | FREDERICKSBURG | VA | 22407 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CHAPEL HILL CEMETERY ASSOCIATION INC | |||||||
| 5369 STATE HWY 21 E | SAN AUGUSTINE | TX | 75972 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CHISHOLM TRAIL HERITAGE MUSEUM INC | |||||||
| PO BOX 866 | CUERO | TX | 77954 | NONE | PC | GENERAL SUPPORT | $25,000 |
| CINDY WALKER FOUNDATION | |||||||
| 127 RUSSET TRAIL | GEORGETOWN | TX | 78628 | NONE | PC | GENERAL SUPPORT | $10,000 |
| COLUMBUS HISTORICAL PRESERVATION TRUST | |||||||
| PO BOX 817 | COLUMBUS | TX | 78934 | NONE | PC | GENERAL SUPPORT | $10,000 |
| COMMUNITIES PROMOTING ANIMAL WELFARE NJ | |||||||
| 41 WATCHUNG PLZ 317 | MONTCLAIR | NJ | 07042 | NONE | PC | GENERAL SUPPORT | $6,000 |
| COMMUNITY CAT COALITION OF CLARK COUNTY | |||||||
| PO BOX 570683 | LAS VEGAS | NV | 89157 | NONE | PC | GENERAL SUPPORT | $10,000 |
| COMMUNITY CAT SUPPORT NETWORK | |||||||
| PO BOX 1042 | FARMINGTON | AR | 72730 | NONE | PC | GENERAL SUPPORT | $6,000 |
| CONSERVATION HISTORY ASSOCIATION OF TEXAS | |||||||
| 1304 MARIPOSA DR | AUSTIN | TX | 78704 | NONE | PC | GENERAL SUPPORT | $7,500 |
| COUNCIL OF TEXAS ARCHEOLOGISTS | |||||||
| 1814 ENCHANTED ROCK DR | CEDAR PARK | TX | 78613 | NONE | PC | GENERAL SUPPORT | $4,500 |
| DALLAS CAT RESCUE | |||||||
| PO BOX 262571 | PLANO | TX | 75026 | NONE | PC | GENERAL SUPPORT | $10,000 |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 300 N HOUSTON ST | DALLAS | TX | 75202 | NONE | PC | GENERAL SUPPORT | $5,500 |
| DALLAS SYMPHONY ORCHESTRA | |||||||
| 204 ROYAL OAKS DR | GREENVILLE | TX | 75402 | NONE | PC | GENERAL SUPPORT | $15,000 |
| DALLAS WOMANS FORUM | |||||||
| PO BOX 140997 | DALLAS | TX | 75214 | NONE | PC | GENERAL SUPPORT | $15,000 |
| DEEP ELLUM FOUNDATION | |||||||
| PO BOX 710596 | DALLAS | TX | 75371 | NONE | PC | GENERAL SUPPORT | $15,000 |
| DICKERSON CENTER FOR CIVIC RESPONSIBILITY | |||||||
| 604 BENT CR | DESOTO | TX | 75115 | NONE | PC | GENERAL SUPPORT | $10,000 |
| DOCUMENTARY ARTS INC | |||||||
| PO BOX 140244 | DALLAS | TX | 75214 | NONE | PC | GENERAL SUPPORT | $20,000 |
| DOLPH BRISCOE CENTER FOR AMERICAN HISTORY | |||||||
| 2300 RED RIVER ST STE D1100 | AUSTIN | TX | 78712 | NONE | PC | GENERAL SUPPORT | $15,000 |
| DOVE CREEK EQUINE RESCUE & SANCTUARY | |||||||
| 2806 S BONHAM ST | AMARILLO | TX | 79109 | NONE | PC | GENERAL SUPPORT | $10,000 |
| DR PEPPER MUSEUM AND FREE ENTERPRISE INSTITUTE | |||||||
| 300 S 5TH ST | WACO | TX | 76701 | NONE | PC | GENERAL SUPPORT | $30,000 |
| EARTH LAW CENTER | |||||||
| 530 MAIN AVE UNIT F | DURANGO | CO | 81301 | NONE | PC | GENERAL SUPPORT | $15,000 |
| EL PROGRESO MEMORIAL LIBRARY | |||||||
| 301 W MAIN ST | UVALDE | TX | 78801 | NONE | PC | GENERAL SUPPORT | $37,500 |
| FELINE FIX | |||||||
| PO BOX 2072 | EVANSVILLE | IN | 47728 | NONE | PC | GENERAL SUPPORT | $15,000 |
| FELINE RESCUE IN THE FERRY | |||||||
| 130 MYSTIC RIDGE | SNEADS FERRY | NC | 28460 | NONE | PC | GENERAL SUPPORT | $4,000 |
| FERALLIFE GUARDS | |||||||
| 1703 LIONS DEN | LEANDER | TX | 78641 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FLORIDA WILDLIFE HOSPITAL AND SANCTUARY INC | |||||||
| 4560 NORTH US HIGHWAY 1 | MELBOURNE | FL | 32935 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FOREST FORWARD | |||||||
| PO BOX 152929 | DALLAS | TX | 75215 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FORT BEND HISTORY ASSOCIATION | |||||||
| PO BOX 460 | RICHMOND | TX | 77406 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FRIENDS OF FERAL AND HOMELESS CATS | |||||||
| 359 WELLSVILLE AVE | NEW MILFORD | CT | 06776 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FRIENDS OF HORSESHOE BEND ANIMALS | |||||||
| PO BOX 31 | FRANKLIN | AR | 72536 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FRIENDS OF MONUMENT HILL & KREISCHE BREWERY STATE HISTORICAL SITES | |||||||
| 414 STATE LOOP 92 | LA GRANGE | TX | 78945 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FRIENDS OF PLUMAS COUNTY ANIMALS | |||||||
| PO BOX 182 | QUINCY | CA | 95971 | NONE | PC | GENERAL SUPPORT | $6,000 |
| FRIENDS OF STRAYS INC | |||||||
| 147 83 GRAND CENTRAL PRKY STE GB | JAMAICA | NY | 11435 | NONE | PC | GENERAL SUPPORT | $7,000 |
| FRIENDS OF THE TEXAS HISTORICAL COMMUNITY | |||||||
| PO BOX 13497 | AUSTIN | TX | 78711 | NONE | PC | GENERAL SUPPORT | $50,000 |
| FRONT PORCH FELINES | |||||||
| 15607 CAROLINE AVE | FORT LUPTON | CO | 80621 | NONE | PC | GENERAL SUPPORT | $3,000 |
| FRONTIER TEXAS INC | |||||||
| 625 N 1ST ST | ABILENE | TX | 79601 | NONE | PC | GENERAL SUPPORT | $25,000 |
| GARFIELD S RESCUE INC | |||||||
| PO BOX 257 | KILMARNOCK | VA | 22482 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GENTLE BARN FOUNDATION | |||||||
| 15825 SIERRA HWY | SANTA CLARITA | CA | 91390 | NONE | PC | GENERAL SUPPORT | $10,000 |
| GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION | |||||||
| 2525 WASHINGTON AVENUE | HOUSTON | TX | 77007 | NONE | PC | GENERAL SUPPORT | $10,000 |
| GLOBAL SANCTUARY FOR ELEPHANTS | |||||||
| PO BOX 2426 | BRENTWOOD | TN | 37024 | NONE | PC | GENERAL SUPPORT | $8,000 |
| GREATER GOOD CHARITIES | |||||||
| 600 UNIVERSITY ST | SEATTLE | WA | 98101 | NONE | PC | GENERAL SUPPORT | $107,500 |
| HAPPY CAT CLUB | |||||||
| 3090 RAILROAD | ALBANY | OR | 97322 | NONE | PC | GENERAL SUPPORT | $3,000 |
| HAPPY TRAILS FARM ANIMAL SANCTUARY INC | |||||||
| 5623 NEW MILFORD RD | RAVENNA | OH | 44266 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HARMONY WILDLIFE REHABILITATION CENTER | |||||||
| PO BOX 58586 | NASHVILLE | TN | 37205 | NONE | PC | GENERAL SUPPORT | $7,500 |
| HISTORIC DENTON INC | |||||||
| 722 W OAK ST | DENTON | TX | 76201 | NONE | PC | GENERAL SUPPORT | $7,500 |
| HISTORIC WACO FOUNDATION INC | |||||||
| 810 S 4TH ST | WACO | TX | 76706 | NONE | PC | GENERAL SUPPORT | $15,000 |
| HOO HAVEN INC | |||||||
| 10823 CLEVELAND RD | DURAND | IL | 61024 | NONE | PC | GENERAL SUPPORT | $15,000 |
| HOUSE RABBIT SOCIETY | |||||||
| 148 BROADWAY | RICHMOND | CA | 94804 | NONE | PC | GENERAL SUPPORT | $15,000 |
| HOUSTON PETS ALIVE | |||||||
| 2800 ANTOINE DR 2854 | HOUSTON | TX | 77092 | NONE | PC | GENERAL SUPPORT | $25,000 |
| HOUSTON PETSET | |||||||
| CO 1302 WAUGH DR 825 | HOUSTON | TX | 77019 | NONE | PC | GENERAL SUPPORT | $7,500 |
| HUMANE SOCIETY OF SOMERSET COUNTY | |||||||
| PO BOX 182 | SOMERSET | PA | 15501 | NONE | PC | GENERAL SUPPORT | $6,000 |
| HUMANE SOCIETY OF TAOS INC | |||||||
| PO BOX 622 | TAOS | NM | 87571 | NONE | PC | GENERAL SUPPORT | $7,500 |
| ICE HOUSE MUSEUM & CULTURAL CENTER INC | |||||||
| 818 ERNEST AVE | SILSBEE | TX | 77656 | NONE | PC | GENERAL SUPPORT | $5,000 |
| INDRALOKA ANIMAL SANCTUARY | |||||||
| 336 OAK DR | DALTON | PA | 18814 | NONE | PC | GENERAL SUPPORT | $7,500 |
| IRON LIGHT LABS | |||||||
| 300 S RIVERSIDE PLZ 1625 | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $10,000 |
| IT TAKES A VILLAGE ANIMAL RESCUE AND RESOURCES | |||||||
| PO BOX 634 | MUSCATINE | IA | 52761 | NONE | PC | GENERAL SUPPORT | $5,000 |
| JASPER COUNTY HISTORICAL MUSEUM | |||||||
| 138 W LAMAR | JASPER | TX | 75951 | NONE | PC | GENERAL SUPPORT | $7,500 |
| KATS ALLEY CATS | |||||||
| PO BOX 16151 | LUBBOCK | TX | 79490 | NONE | PC | GENERAL SUPPORT | $7,500 |
| KEARNEY RESCUE CATS | |||||||
| 713 WEST 29TH ST | KEARNEY | NE | 68845 | NONE | PC | GENERAL SUPPORT | $5,000 |
| KILGORE COLLEGE FOUNDATION KILGORE TEXAS | |||||||
| 1100 BROADWAY BLVD | KILGORE | TX | 75662 | NONE | PC | GENERAL SUPPORT | $8,000 |
| KITTY BUNGALOW CHARM SCHOOL FOR WAYWARD | |||||||
| 2032 WEST MARTIN LUTHER KING BLVD | LOS ANGELES | CA | 90062 | NONE | PC | GENERAL SUPPORT | $7,500 |
| LANCASTER SPCA | |||||||
| PO BOX 3042 | LANCASTER | SC | 29721 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LEMHI COUNTY HUMANE SOCIETY INC | |||||||
| PO BOX 1918 | SALMON | ID | 83467 | NONE | PC | GENERAL SUPPORT | $6,000 |
| LEWIS AND CLARK COLLEGE | |||||||
| 615 S PALATINE HILL RD | PORTLAND | OR | 97219 | NONE | PC | GENERAL SUPPORT | $10,000 |
| LLANO RIVER RAILROAD | |||||||
| 1005 BERRY ST | LLANO | TX | 78643 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LOG CABIN HERITAGE FOUNDATION | |||||||
| 2100 LOG CABIN VILLAGE LN | FORT WORTH | TX | 76109 | NONE | PC | GENERAL SUPPORT | $10,000 |
| LOUDON COUNTY FRIENDS OF ANIMALS INC | |||||||
| 231 OLIGI CIR | LOUDON | TN | 37774 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MACON SPAY NEUTER ASSISTANCE | |||||||
| PO BOX 607 | LAFAYETTE | TN | 37083 | NONE | PC | GENERAL SUPPORT | $3,500 |
| MAINE STATE SOCIETY FOR THE PROTECTION OF ANIMALS | |||||||
| PO BOX 10 | SOUTH WINDHAM | ME | 04082 | NONE | PC | GENERAL SUPPORT | $12,500 |
| MARATHON PUBLIC LIBRARY | |||||||
| PO BOX 177 | MARATHON | TX | 79842 | NONE | PC | GENERAL SUPPORT | $25,000 |
| MARINE MAMMALS OF MAINE | |||||||
| 3 INDIAN RIDGE DR | BIDDEFORD | ME | 04005 | NONE | PC | GENERAL SUPPORT | $15,000 |
| MEOW VILLAGE | |||||||
| PO BOX 184 | AURORA | OR | 97338 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MILBANK ANIMAL RESCUE SERVICES | |||||||
| 504 DRAKE AVE | MILBANK | SD | 57252 | NONE | PC | GENERAL SUPPORT | $7,500 |
| MORGAN MILITARY AVIATION MUSEUM | |||||||
| PO BOX 834 | CAMERON | TX | 76520 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MUSEUM OF EAST TEXAS | |||||||
| 503 NORTH SECOND ST | LUFKIN | TX | 75901 | NONE | PC | GENERAL SUPPORT | $7,500 |
| MUSEUM OF THE WEST TEXAS FRONTIER | |||||||
| 113 S WETHERBEE ST | STAMFORD | TX | 79553 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NASHER SCULPTURE CENTER | |||||||
| 2001 FLORA | DALLAS | TX | 75201 | NONE | PC | GENERAL SUPPORT | $15,000 |
| NEW BRAUNFELS YOUTH COLLABORATIVE | |||||||
| 392 W MILL ST | NEW BRAUNFELS | TX | 78130 | NONE | PC | GENERAL SUPPORT | $15,000 |
| NO 1 BRITISH FLYING TRAINING SCHOOL MUSEUM INC | |||||||
| 6 SILENT WINGS BLVD | TERRELL | TX | 75160 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NOAHS PAWS ANIMAL RESCUE | |||||||
| 220 ADAMS DR STE 280-1019 | WEATHERFORD | TX | 76086 | NONE | PC | GENERAL SUPPORT | $4,000 |
| NORTHERN COLORADO FRIENDS OF FERALS | |||||||
| 4820 EAGLE LAKE DR | FORT COLLINS | CO | 80524 | NONE | PC | GENERAL SUPPORT | $7,500 |
| OKLAHOMA PRIMATE SANCTUARY INC | |||||||
| PO BOX 134 | NEWCASTLE | OK | 73065 | NONE | PC | GENERAL SUPPORT | $10,000 |
| OPERATION CATNIP OF GAINESVILLE INC | |||||||
| 912 NE 2ND ST | GAINESVILLE | FL | 32601 | NONE | PC | GENERAL SUPPORT | $7,500 |
| OPERATION LIBERATION | |||||||
| 711 NE 16TH CT | FORT LAUDERDALE | FL | 33305 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ORION SOCIETY | |||||||
| 187 MAIN ST | GREAT BARRINGTON | MA | 01230 | NONE | PC | GENERAL SUPPORT | $2,500 |
| PAN AFRICAN SANCTUARY ALLIANCE | |||||||
| 9450 SW GEMINI DR PMB 59741 | BEAVERTON | OR | 97008 | NONE | PC | GENERAL SUPPORT | $20,000 |
| PANHANDLE PLAINS ARCHEOLOGICAL RESEARCH FOUNDATION | |||||||
| 8132 FOREST MESA DR | AUSTIN | TX | 78759 | NONE | PC | GENERAL SUPPORT | $100,000 |
| PARIS COMMUNITY THEATER | |||||||
| PO BOX 913 | PARIS | TX | 75461 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PAW WARRIORS INC | |||||||
| 355 SPRING TIME ST | SPRING HILL | FL | 34608 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PAWS OF GRAYS HARBOR | |||||||
| PO BOX 451 800 W 1ST ST | ABERDEEN | WA | 98520 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PAWS PRAYERS AND PROMISES | |||||||
| 685 CARRIAGE ROW | TRYON | NC | 28782 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PAWSFUND | |||||||
| 1807 WARREN DR | CLARKSVILLE | TN | 37040 | NONE | PC | GENERAL SUPPORT | $7,500 |
| PENNSYLVANIA BAT RESCUE | |||||||
| PO BOX 82 | MERTZTOWN | PA | 19539 | NONE | PC | GENERAL SUPPORT | $10,000 |
| PET COMMUNITY CENTER INC | |||||||
| PO BOX 148846 | NASHVILLE | TN | 37214 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PET PANTRY OF LANCASTER COUNTY INC | |||||||
| 208 NEW ST | MILLERSVILLE | PA | 17551 | NONE | PC | GENERAL SUPPORT | $4,000 |
| PET PREVENT A LITTER PALS OF CENTRAL TEXAS | |||||||
| PO BOX 401 | SAN MARCOS | TX | 78667 | NONE | PC | GENERAL SUPPORT | $4,000 |
| PHILANTHROPY SOUTHWEST | |||||||
| 3000 PEGASUS PARK DR 706 | DALLAS | TX | 75247 | NONE | PC | GENERAL SUPPORT | $25,000 |
| PRESERVATION DALLAS | |||||||
| 2922 SWISS AVE | DALLAS | TX | 75204 | NONE | PC | GENERAL SUPPORT | $35,000 |
| PRESERVATION TEXAS INC | |||||||
| PO BOX 3514 | SAN MARCOS | TX | 78667 | NONE | PC | GENERAL SUPPORT | $20,000 |
| PRIMATES INC | |||||||
| W8782 COUNTY RD M | WESTFIELD | WI | 53964 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PUPPY KITTY NY CITY INC | |||||||
| 6329 75TH ST | MIDDLE VILLAGE | NY | 11379 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RATON HUMANE SOCIETY | |||||||
| PO BOX 1321 | RATON | NM | 87740 | NONE | PC | GENERAL SUPPORT | $6,000 |
| RED CREEK WILDLIFE CENTER INC | |||||||
| 3000 MOON HILL DR | SCHUYLLKILL HAVEN | PA | 17972 | NONE | PC | GENERAL SUPPORT | $15,000 |
| RED RIVER VALLEY MUSEUM | |||||||
| PO BOX 2004 | VERNON | TX | 76385 | NONE | PC | GENERAL SUPPORT | $10,000 |
| REMEMBER THE ALAMO FOUNDATION | |||||||
| 321 ALAMO PLZ STE 212 | SAN ANTONIO | TX | 78205 | NONE | PC | GENERAL SUPPORT | $100,000 |
| RENEGADE PAWS RESCUE | |||||||
| 211 KEYSTONE DR | SAVANNAH | GA | 31406 | NONE | PC | GENERAL SUPPORT | $7,500 |
| ROGERS WILDLIFE REHABILITATION INC | |||||||
| 1430 E CLEVELAND RD | HUTCHINS | TX | 75141 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ROGUE VALLEY HUMANE SOCIETY | |||||||
| PO BOX 951 | GRANTS PASS | OR | 97526 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ROSENBERG RAILROAD MUSEUM INC | |||||||
| PO BOX 369 | ROSENBERG | TX | 77471 | NONE | PC | GENERAL SUPPORT | $8,500 |
| SAMMONS CENTER FOR THE ARTS | |||||||
| 3630 HARRY HINES BLVD | DALLAS | TX | 75219 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SAN AUGUSTINE MAIN STREET PALS | |||||||
| PO BOX 25 | SAN AUGUSTINE | TX | 75972 | NONE | PC | GENERAL SUPPORT | $7,500 |
| SAN JACINTO MUSEUM AND BATTLEFIELD | |||||||
| ONE MONUMENTUM CIRCLE | LA PORTE | TX | 77571 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SAN MARCOS CINEMA CLUB | |||||||
| 205 CHEATHAM ST 1 | SAN MARCOS | TX | 78666 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SAVE A KITTY INC | |||||||
| 1212 WEST AVE K | LANCASTER | CA | 93534 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SAVE BARTON CREEK ASSOCIATION | |||||||
| PO BOX 5923 | AUSTIN | TX | 78763 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SAVE THE DOGS AND OTHER ANIMALS US | |||||||
| 100 JAY ST APT 10D | BROOKLYN | NY | 97219 | NONE | PC | GENERAL SUPPORT | $50,000 |
| SAVING GREAT ANIMALS | |||||||
| 2917 11TH AVE W | SEATTLE | WA | 98119 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SAVING ONE LIFE | |||||||
| PO BOX 6458 | CHANDLER | AZ | 85246 | NONE | PC | GENERAL SUPPORT | $7,500 |
| SCHERTZ-CIBOLO CEMETERY ASSOCIATION | |||||||
| 9320 BEREAN WY | GARDEN RIDGE | TX | 78266 | NONE | PC | GENERAL SUPPORT | $2,500 |
| SCHREINER UNIVERSITY | |||||||
| 2100 MEMORIAL BLVD | KERRVILLE | TX | 78028 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | NONE | PC | GENERAL SUPPORT | $15,000 |
| SHOW YOUR SOFT SIDE INC | |||||||
| 5712 VISITATION WY | BALTIMORE | MD | 21210 | NONE | PC | GENERAL SUPPORT | $7,500 |
| SMITH COUNTY HUMANE | |||||||
| 128 MAIN ST E | GORDONSVILLE | TN | 38563 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SNIP COLLIER INC | |||||||
| 6491 SABLE RIDGE LN | NAPLES | FL | 34109 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| 3140 DYER ST MS261 | DALLAS | TX | 75275 | NONE | PC | GENERAL SUPPORT | $85,000 |
| SOUTHERN PLAINS LAND TRUST INCORPORATED | |||||||
| PO BOX 1016 | LAMAR | CO | 81052 | NONE | PC | GENERAL SUPPORT | $50,000 |
| SPAY NEUTER NETWORK | |||||||
| PO BOX 515 | KAUFMAN | TX | 75142 | NONE | PC | GENERAL SUPPORT | $25,000 |
| SPOKANE HUMANE SOCIETY | |||||||
| PO BOX 6247 | SPOKANE | WA | 99217 | NONE | PC | GENERAL SUPPORT | $7,500 |
| ST EDWARDS UNIVERSITY | |||||||
| 3001 S CONGRESS AVE | AUSTIN | TX | 78704 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SUL ROSS STATE UNIVERSITY | |||||||
| SRSU BOX C-500 | ALPINE | TX | 79832 | NONE | PC | GENERAL SUPPORT | $20,000 |
| TAILS OF NYE COUNTY | |||||||
| PO BOX 9045 | PAHRUMP | NV | 89060 | NONE | PC | GENERAL SUPPORT | $5,000 |
| TEAMFERAL CAT RESCUE AND ADOPTIONS | |||||||
| 11601 SHADOW CREEK PKWY STE 111 353 | PEARLAND | TX | 77584 | NONE | PC | GENERAL SUPPORT | $7,500 |
| TEXARKANA HISTORICAL SOCIETY AND MUSEUM | |||||||
| 219 N STATE LINE AVE | TEXARKANA | TX | 75501 | NONE | PC | GENERAL SUPPORT | $15,000 |
| TEXAS ARCHIVE OF THE MOVING IMAGE | |||||||
| 3908 AVE B STE 105 | AUSTIN | TX | 78751 | NONE | PC | GENERAL SUPPORT | $60,000 |
| TEXAS FOLKLIFE RESOURCES | |||||||
| 7301 RANCH RD 620 N STE 155 NUM 329 | AUSTIN | TX | 78726 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TEXAS GENERAL LAND OFFICE | |||||||
| 1700 N CONGRESS AVE | AUSTIN | TX | 78701 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TEXAS PUBLIC BROADCASTING ASSOCIATION | |||||||
| 501 BROADWAY ST | SAN ANTONIO | TX | 78215 | NONE | PC | GENERAL SUPPORT | $15,000 |
| TEXAS STATE HISTORICAL ASSOCIATION | |||||||
| PO BOX 5428 | AUSTIN | TX | 78763 | NONE | PC | GENERAL SUPPORT | $115,000 |
| TEXAS STATE UNIVERSITY DEVELOPMENT FOUNDATION | |||||||
| 601 UNIVERSITY DR | SAN MARCOS | TX | 78666 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TEXAS TECH FOUNDATION INC | |||||||
| PO BOX 45025 | LUBBOCK | TX | 79409 | NONE | PC | GENERAL SUPPORT | $60,000 |
| TEXAS TREES FOUNDATION | |||||||
| 3000 PEGASUS PARK DR | DALLAS | TX | 75247 | NONE | PC | GENERAL SUPPORT | $7,500 |
| THE INTERNATIONAL WILDLIFE COEXISTENCE NETWORK INC | |||||||
| 9169 W STATE ST 1014 | GARDEN CITY | ID | 83714 | NONE | PC | GENERAL SUPPORT | $13,000 |
| THE NATIONAL KITTEN COALITION INC | |||||||
| 7371 ATLAS WALK WY 212 | GAINESVILLE | VA | 20155 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE SHUMLA SCHOOL INC | |||||||
| PO BOX 627 | COMSTOCK | TX | 78837 | NONE | PC | GENERAL SUPPORT | $150,000 |
| THE TEXAS A & M UNIVERSITY COMMERCE FOUNDATION | |||||||
| PO BOX 3425 | COMMERCE | TX | 75429 | NONE | PC | GENERAL SUPPORT | $60,000 |
| TIGER SANCTUARIES INC | |||||||
| 250 W 12TH ST | NEW YORK | NY | 10014 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TIPPEDEARS | |||||||
| 1835 NEWPORT BLVD STE A-109785 | COSTA MESA | CA | 92627 | NONE | PC | GENERAL SUPPORT | $5,000 |
| TNR NORTH PLATTE | |||||||
| 302 DIXIE AVE | NORTH PLATTE | NE | 69101 | NONE | PC | GENERAL SUPPORT | $5,000 |
| TOM LEA INSTITUTE | |||||||
| 300 E MAIN ST 205 | EL PASO | TX | 79901 | NONE | PC | GENERAL SUPPORT | $17,500 |
| TRINITY UNIVERSITY | |||||||
| 1 TRINITY PL | SAN ANTONIO | TX | 78212 | NONE | PC | GENERAL SUPPORT | $10,000 |
| T-TOWN TNR INC | |||||||
| PO BOX 703013 | TULSA | OK | 74170 | NONE | PC | GENERAL SUPPORT | $8,000 |
| UNIVERSITY OF NORTH TEXAS FOUNDATION | |||||||
| 801 N TEXAS BOULEVARD 149 | DENTON | TX | 76203 | NONE | PC | GENERAL SUPPORT | $25,000 |
| VISION HISTORIC PRESERVATION FOUNDATION | |||||||
| PO BOX 1008 | ROCKDALE | TX | 76567 | NONE | PC | GENERAL SUPPORT | $8,500 |
| WASHINGTON ON THE BRAZOS HISTORICAL | |||||||
| 23400 PARK RD 12 | WASHINGTON | TX | 77880 | NONE | PC | GENERAL SUPPORT | $100,000 |
| WASHINGTON WILDLIFE FIRST | |||||||
| 20520 105TH AVE SW | VASHON | WA | 98070 | NONE | PC | GENERAL SUPPORT | $25,000 |
| WATERLOO GREENWAY CONSERVANCY | |||||||
| 1111 RED RIVER ST | AUSTIN | TX | 78701 | NONE | PC | GENERAL SUPPORT | $15,000 |
| WILDLIFE FOR ALL | |||||||
| PO BOX 1495 | PENA BLANCA | NM | 87041 | NONE | PC | GENERAL SUPPORT | $25,000 |
| WITTE MUSEUM | |||||||
| 3801 BROADWAY ST | SAN ANTONIO | TX | 78209 | NONE | PC | GENERAL SUPPORT | $28,500 |
| WOOD COUNTY HUMANE SOCIETY INC | |||||||
| 801 VAN CAMP RD | BOWLING GREEN | OH | 43402 | NONE | PC | GENERAL SUPPORT | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,945,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $985,754 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $10,980 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 17 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,031,975 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OIL AND GAS ROYALTIES | 15 | $494,387 | ||
| PASSTHROUGH FROM PARTNERSHIPS | 14 | 523000 | $284,793 | |
| PASSTHROUGH FROM PARTNERSHIPS ALLOCATED TO NET INVESTMENT INCOME (NON-UBI) | 14 | $1,314,772 | 523000 | |
| OTHER INCOME (LOSS) | 01 | $1,703 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $284,793 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,839,571 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,124,364 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | VARIOUS EXEMPT PURPOSE REVENUE, SUCH AS BOOK SALES AND RECOVERIES OF PREVIOUS GRANTS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/AUDITING FEES | CategoryTxt |
| Amt | $74,668 | Amt |
| Net Investment Income | $5,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $69,268 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (76 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| ANIMAL F&F: GLASS TOP DESK | 1991-12-23 | $115 | $115 | SL | 7.000000000000 | $0 | $0 | $0 |
| HISTORY F&F: ALR PERSONAL PROPERTY | 1992-01-01 | $21,930 | $21,930 | SL | 7.000000000000 | $0 | $0 | $0 |
| HISTORY F&F: LIGHTING | 1992-02-10 | $296 | $296 | SL | 7.000000000000 | $0 | $0 | $0 |
| ANIMAL F&F: FILE CABINETS | 1992-03-09 | $300 | $300 | SL | 7.000000000000 | $0 | $0 | $0 |
| ANIMAL F&F: MISCELLANEOUS | 1993-04-12 | $210 | $210 | SL | 7.000000000000 | $0 | $0 | $0 |
| ANIMAL F&F: FURNITURE | 1994-08-30 | $26,216 | $26,216 | SL | 7.000000000000 | $0 | $0 | $0 |
| ADMIN F&F: CAMERA/CHINA | 2001-07-25 | $1,012 | $1,012 | SL | 5.000000000000 | $0 | $0 | $0 |
| ADMIN F&F: DINNERWARE | 2003-11-20 | $655 | $655 | SL | 7.000000000000 | $0 | $0 | $0 |
| ADMIN F&F: ART PRINT - USS TEXAS | 2006-06-30 | $29 | $29 | SL | 7.000000000000 | $0 | $0 | $0 |
| ADMIN F&F: GLOBE | 2008-09-24 | $350 | $350 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| ADMIN F&F: SPACE SAVER FILING SYSTEM | 2009-12-03 | $26,680 | $26,680 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| ADMIN F&F: CONFERENCE TABLE & CHAIRS | 2010-02-08 | $13,959 | $13,959 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| HISTORY F&F: FILE CABINETS | 2010-04-22 | $864 | $864 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| ADMIN F&F: STATE SEAL RUG | 2010-06-25 | $7,000 | $7,000 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| ADMIN F&F: KITCHEN TABLE & CHAIRS | 2010-06-25 | $378 | $378 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| ADMIN F&F: OFFICE DESK | 2013-10-08 | $675 | $674 | SL | 7.000000000000 | $0 | $0 | $0 |
| ADMIN F&F: WIRE SHELVES | 2015-05-27 | $1,763 | $1,763 | SL | 7.000000000000 | $0 | $0 | $0 |
| COTTLE: HOUSE | 2015-09-01 | $178,000 | $36,453 | SL | 39.000000000000 | $1 | $1 | $0 |
| COTTLE: PERSONAL PROPERTY IN HOUSE | 2015-09-01 | $3,000 | $3,000 | SL | 7.000000000000 | $0 | $0 | $0 |
| COTTLE: BIG BARN | 2015-09-01 | $118,400 | $46,373 | SL | 20.000000000000 | $898 | $898 | $0 |
| COTTLE: LITTLE BARN | 2015-09-01 | $20,000 | $7,833 | SL | 20.000000000000 | $1,000 | $1,000 | $0 |
| COTTLE: CHICKEN HOUSE | 2015-09-01 | $5,000 | $3,917 | SL | 10.000000000000 | $500 | $500 | $0 |
| COTTLE: PUMP HOUSE | 2015-09-01 | $6,000 | $4,700 | SL | 10.000000000000 | $600 | $600 | $0 |
| COTTLE: LAND | 2015-09-01 | $291,454 | L | $0 | $0 | $0 | ||
| HISTORY F&F: GS CREDENZA | 2016-03-25 | $1,534 | $1,534 | SL | 7.000000000000 | $0 | $0 | $0 |
| AUTOS: 2016 TOYOTA | 2016-11-30 | $39,443 | $39,443 | SL | 5.000000000000 | $0 | $0 | $0 |
| COTTLE F&F: DOG HOUSE | 2016-12-12 | $820 | $772 | SL | 7.000000000000 | $48 | $48 | $0 |
| COTTLE F&F: WIRE WELDER | 2017-03-13 | $570 | $514 | SL | 7.000000000000 | $56 | $56 | $0 |
| COTTLE F&F: BACK BUMPER FOR HAY | 2017-06-30 | $850 | $728 | SL | 7.000000000000 | $121 | $122 | $0 |
| COTTLE F&F: HOT WATER HEATER | 2017-06-30 | $1,343 | $538 | SL | 15.000000000000 | $90 | $90 | $0 |
| COTTLE F&F: TELEPHONE, PRINTER | 2017-10-10 | $207 | $207 | SL | 5.000000000000 | $0 | $0 | $0 |
| COTTLE F&F: TRIMMER | 2018-04-11 | $1,497 | $1,497 | SL | 5.000000000000 | $0 | $0 | $0 |
| ADMIN F&F: FILE CABINET | 2018-04-20 | $666 | $491 | SL | 7.000000000000 | $95 | $95 | $0 |
| COTTLE: WELL | 2018-08-07 | $6,500 | $1,596 | SL | 20.000000000000 | $325 | $325 | $0 |
| COTTLE: GRASS | 2019-05-02 | $800 | $167 | SL | 20.000000000000 | $40 | $40 | $0 |
| COTTLE: WELL | 2019-06-25 | $7,440 | $1,488 | SL | 20.000000000000 | $372 | $372 | $0 |
| COTTLE F&F: SHREDDER | 2019-06-25 | $7,250 | $2,900 | SL | 10.000000000000 | $725 | $725 | $0 |
| COTTLE F&F: TILLER | 2019-06-25 | $1,900 | $760 | SL | 10.000000000000 | $190 | $190 | $0 |
| COTTLE: PUMP FOR WELL | 2019-06-28 | $6,453 | $1,292 | SL | 20.000000000000 | $323 | $323 | $0 |
| COTTLE: WELL | 2019-10-08 | $6,044 | $1,133 | SL | 20.000000000000 | $302 | $302 | $0 |
| COTTLE F&F: HOPPER JR. | 2019-12-04 | $1,577 | $566 | SL | 10.000000000000 | $158 | $158 | $0 |
| COTTLE F&F: 40FT FEED CONTAINER | 2020-03-16 | $3,000 | $975 | SL | 10.000000000000 | $300 | $300 | $0 |
| COTTLE: WELL | 2020-10-13 | $3,125 | $429 | SL | 20.000000000000 | $156 | $156 | $0 |
| COTTLE: WELL | 2021-01-07 | $2,715 | $340 | SL | 20.000000000000 | $136 | $136 | $0 |
| COTTLE: WELL | 2021-01-19 | $925 | $111 | SL | 20.000000000000 | $46 | $46 | $0 |
| COTTLE: WELL | 2021-03-24 | $3,485 | $392 | SL | 20.000000000000 | $174 | $174 | $0 |
| COTTLE: BARN ADD ON | 2021-06-30 | $2,247 | $116 | SL | 39.000000000000 | $58 | $58 | $0 |
| SARAHVILLE: FENCE | 2006-12-20 | $35,280 | $35,280 | 150DB | 15.000000000000 | $0 | $0 | $0 |
| SARAHVILLE: 4 TANKS | 2006-12-20 | $24,000 | $24,000 | 150DB | 15.000000000000 | $0 | $0 | $0 |
| SARAHVILLE: HOUSE & GARAGE | 2006-12-20 | $100,000 | $42,315 | SL | 39.000000000000 | $2,564 | $2,564 | $0 |
| SARAHVILLE: 2 HOUSES | 2006-12-20 | $20,500 | $17,299 | 150DB | 20.000000000000 | $915 | $915 | $0 |
| SARAHVILLE: FURNISHINGS | 2006-12-20 | $2,500 | $2,500 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| SARAHVILLE: TOOLS | 2006-12-20 | $2,200 | $2,200 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| SARAHVILLE: LAND | 2006-12-20 | $772,149 | L | $0 | $0 | $0 | ||
| SARAHVILLE: FENCE BULL HILL | 2010-06-23 | $15,890 | $14,207 | 150DB | 15.000000000000 | $891 | $891 | $0 |
| SARAHVILLE: PUP/MOTOR/ CONTROL | 2014-04-04 | $1,102 | $1,102 | SL | 7.000000000000 | $0 | $0 | $0 |
| ADMIN F&F: MONITOR, INTEL CORE | 2021-11-15 | $1,106 | $368 | SL | 5.000000000000 | $221 | $221 | $0 |
| ADMIN F&F: LAPTOP | 2024-06-30 | $1,776 | SL | 5.000000000000 | $33 | $33 | $0 | |
| COTTLE F&F: BALE SPEAR | 2021-08-04 | $1,082 | $208 | SL | 10.000000000000 | $108 | $108 | $0 |
| HISTORY F&F: GLASS TOP DESK | 1991-01-29 | $420 | $420 | SL | 7.000000000000 | $0 | $0 | $0 |
| HISTORY F&F: FILE CABINET | 2017-06-08 | $339 | $339 | SL | 5.000000000000 | $0 | $0 | $0 |
| HISTORY F&F: LAPTOP | 2018-08-29 | $823 | $796 | SL | 5.000000000000 | $27 | $27 | $0 |
| LHI: MILLWORK LIBRARY AND OFFICE | 2010-06-28 | $95,746 | $32,017 | SL | 39.000000000000 | $2,455 | $2,455 | $0 |
| LHI: HUMIDIFICATION SYSTEM | 2010-06-28 | $13,252 | $4,432 | SL | 39.000000000000 | $340 | $340 | $0 |
| LHI: RECESSED LIGHTING | 2010-06-28 | $6,505 | $2,176 | SL | 39.000000000000 | $167 | $167 | $0 |
| LHI: BOOKSHELVES | 2011-12-08 | $5,000 | $1,479 | SL | 39.000000000000 | $128 | $128 | $0 |
| LHI: BOOKSHELVES | 2011-12-22 | $2,600 | $770 | SL | 39.000000000000 | $67 | $67 | $0 |
| LHI: LH IMPROVEMENTS | 2018-03-31 | $5,745 | $773 | SL | 39.000000000000 | $147 | $147 | $0 |
| LHI: WELL | 2019-09-03 | $5,484 | $1,051 | SL | 20.000000000000 | $274 | $274 | $0 |
| LHI: LEASEHOLD IMPROVEMENTS | 2019-12-04 | $1,835 | $165 | SL | 40.000000000000 | $46 | $46 | $0 |
| LHI: LEASEHOLD IMPROVEMENTS | 2020-06-16 | $3,500 | $264 | SL | 40.000000000000 | $88 | $88 | $0 |
| LHI: A/C FURNACE | 2020-06-30 | $6,607 | $1,983 | SL | 10.000000000000 | $661 | $661 | $0 |
| LHI: BARN LEAN TO | 2021-06-15 | $19,300 | $1,031 | SL | 39.000000000000 | $495 | $495 | $0 |
| COTTLE: PUMP AND MOTOR | 2023-06-30 | $3,035 | SL | 20.000000000000 | $152 | $152 | $0 | |
| COTTLE: 50 GAL WATER HEATER | 2023-06-30 | $2,030 | SL | 20.000000000000 | $102 | $102 | $0 | |
| COTTLE: WATER SUPPLY EQUIPMENT | 2023-06-30 | $7,515 | SL | 20.000000000000 | $376 | $376 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMERICA CASH | StockNm |
| EOY Book Value | $41,739,452 | EOYBookValueAmt |
| EOYFMV | $41,739,452 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| SARAHVILLE: FENCE | $35,280 | $35,280 | $0 |
| SARAHVILLE: 4 TANKS | $24,000 | $24,000 | $0 |
| SARAHVILLE: HOUSE & GARAGE | $100,000 | $44,879 | $55,121 |
| SARAHVILLE: 2 HOUSES | $20,500 | $18,214 | $2,286 |
| SARAHVILLE: FURNISHINGS | $2,500 | $2,500 | $0 |
| SARAHVILLE: TOOLS | $2,200 | $2,200 | $0 |
| SARAHVILLE: LAND | $772,149 | $0 | $772,149 |
| SARAHVILLE: FENCE BULL HILL | $15,890 | $15,098 | $792 |
| SARAHVILLE: PUP/MOTOR/ CONTROL | $1,102 | $1,102 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GT REAL PROPERTY HOLDINGS IV, LLC | FMV | $130,499 | $130,499 |
| SCOUT ENERGY VI | FMV | $164,197 | $164,197 |
| WCP REAL ESTATE FUND III, LP | FMV | $178,882 | $178,882 |
| DAVIDSON KEMPNER | FMV | $849,616 | $849,616 |
| COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS, VIII, L.P. | FMV | $342,559 | $342,559 |
| GREYSTAR-THACKERAY REALTY IV | FMV | $755,561 | $755,561 |
| AMBERBROOK VI, LLC | FMV | $438,179 | $438,179 |
| AMBERBROOK VII, LP | FMV | $549,348 | $549,348 |
| MERIT ENERGY PARTNERS J, LP | FMV | $661,148 | $661,148 |
| RCP SOF IV FEEDER | FMV | $1,478,287 | $1,478,287 |
| MERIT ENERGY PARTNERS I, LP | FMV | $1,562,567 | $1,562,567 |
| THACKERAY PARTNERS REALTY FUND V, L.P. | FMV | $1,673,013 | $1,673,013 |
| AMBERBROOK VIII LP | FMV | $1,908,510 | $1,908,510 |
| FEG SELECT CORE PLUS BOND SERIES | FMV | $3,180,604 | $3,180,604 |
| COLCHESTER GLOBAL BOND FUND | FMV | $3,397,901 | $3,397,901 |
| GT OFFSHORE PARTNERSHIP | FMV | $4,580,317 | $4,580,317 |
| OIL AND GAS ROYALTY INTERESTS | FMV | $3,955,096 | $3,955,096 |
| ELLIOTT INTERNATIONAL PARTNERSHIP | FMV | $9,274,942 | $9,274,942 |
| MERIT ENERGY PARTNERS L, LP | FMV | $497,888 | $497,888 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| ANIMAL F&F: GLASS TOP DESK | $115 | $115 | $0 |
| HISTORY F&F: ALR PERSONAL PROPERTY | $21,930 | $21,930 | $0 |
| HISTORY F&F: LIGHTING | $296 | $296 | $0 |
| ANIMAL F&F: FILE CABINETS | $300 | $300 | $0 |
| ANIMAL F&F: MISCELLANEOUS | $210 | $210 | $0 |
| ANIMAL F&F: FURNITURE | $26,216 | $26,216 | $0 |
| ADMIN F&F: CAMERA/CHINA | $1,012 | $1,012 | $0 |
| ADMIN F&F: DINNERWARE | $655 | $655 | $0 |
| ADMIN F&F: ART PRINT - USS TEXAS | $29 | $29 | $0 |
| ADMIN F&F: GLOBE | $350 | $350 | $0 |
| ADMIN F&F: SPACE SAVER FILING SYSTEM | $26,680 | $26,680 | $0 |
| ADMIN F&F: CONFERENCE TABLE & CHAIRS | $13,959 | $13,959 | $0 |
| HISTORY F&F: FILE CABINETS | $864 | $864 | $0 |
| ADMIN F&F: STATE SEAL RUG | $7,000 | $7,000 | $0 |
| ADMIN F&F: KITCHEN TABLE & CHAIRS | $378 | $378 | $0 |
| ADMIN F&F: OFFICE DESK | $675 | $674 | $1 |
| ADMIN F&F: WIRE SHELVES | $1,763 | $1,763 | $0 |
| HISTORY F&F: GS CREDENZA | $1,534 | $1,534 | $0 |
| AUTOS: 2016 TOYOTA | $39,443 | $39,443 | $0 |
| ADMIN F&F: FILE CABINET | $666 | $586 | $80 |
| ADMIN F&F: MONITOR, INTEL CORE | $1,106 | $589 | $517 |
| ADMIN F&F: LAPTOP | $1,776 | $33 | $1,743 |
| HISTORY F&F: GLASS TOP DESK | $420 | $420 | $0 |
| HISTORY F&F: FILE CABINET | $339 | $339 | $0 |
| HISTORY F&F: LAPTOP | $823 | $823 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART COLLECTION | $192,110 | $192,110 | $192,110 |
| ARCHIVES | $235,060 | $235,060 | $235,060 |
| ACCRUED INVESTMENT INCOME | $12,202 | $109,259 | $109,259 |
| DISTRIBUTION RECEIVABLE | $2,877,426 | $0 | $0 |
| RIGHT-OF-USE ASSET | $129,392 | $426,985 | $426,985 |
| DEFINED BENEFIT PENSION BENEFIT | $0 | $315,677 | $315,677 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $23,469 | $23,469 | $0 | $0 |
| MEMBERSHIP DUES | $455 | $0 | $0 | $455 |
| GENERAL AND ADMINISTRATIVE | $131,421 | $17,241 | $0 | $114,180 |
| COTTLE COUNTY | $22,167 | $0 | $0 | $422,167 |
| SARAHVILLE RENTAL EXPENSES | $11,380 | $11,380 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL AND GAS ROYALTIES | $494,387 | $494,387 | $0 |
| PASSTHROUGH FROM PARTNERSHIPS | $284,793 | $0 | |
| PASSTHROUGH FROM PARTNERSHIPS ALLOCATED TO NET INVESTMENT INCOME (NON-UBI) | $1,314,772 | $1,314,772 | $0 |
| OTHER INCOME (LOSS) | $1,703 | $1,703 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Amt | $2,976,561 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFINED BENEFIT PENSION OBLIGATION | $56,527 | $0 |
| DEFERRED FEDERAL EXCISE TAXES | $275,587 | $316,972 |
| ACCRUED FEDERAL EXCISE TAX PAYABLE | $5,913 | $70,126 |
| LEASE LIABILITY | $132,666 | $429,269 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $127,673 | $127,673 | $0 | $0 |
| OIL AND GAS CONSULTING FEES | $39,572 | $39,572 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAXES | $18,540 | $18,540 | $0 | $0 |
| PAYROLL TAXES | $32,077 | $5,419 | $0 | $26,658 |
| FEDERAL EXCISE TAXES | $162,113 | $0 | $0 | $0 |